If you need to send transaction details and even documents to an individual transaction participant, a group of transaction participants, or a non-transaction participant, these are the quick steps.
Topics in this article:
Emailing Transaction Details
1. Navigate to Transactions > Transactions.
2. Click in-line with a transaction to open it.
3. Click the Form drop-down and select a transaction form.
4. Click the email icon at the top of the form or the Share Form button at the bottom. This opens the Share Transaction Form window.
Selecting Recipients
Send To: Recipients within Sisu. You may notice there are 2 admin options:
All Admins ONLY: Recipients will include Admin users.
All Admins: Recipients will include TC & Admin users.
Send To (Other): Recipients outside of Sisu.
Transaction Email Addresses: Email addresses entered into an email type form fields will appear here.
Message Customization
By default, we populate the Message box with the fields from the form and any corresponding data.
You can customize the message any way you'd like. You also have the option to select a created Email Template. For information on how to create templates, check out this KB article. 📙
Below is a list of some options available for customizing the look of your email.
Table Insert - Click the icon then select the size of table you need. Once a table has been inserted click into the table to customize further or delete the table.
Set Text Color / Fill Color - Highlight any text you'd like to add color to then select the icon to add text color or fill color.
Insert Horizontal Line - Select where you'd like to insert a horizontal line then click the icon to insert.
Font Sizing - Click the icon then scroll up or down to select a larger or smaller font size.
Clear Formatting - Click the icon to clear any customization. This cannot be undone.
Insert Link - You can either click the icon to insert a link then enter your text, or highlight text in your template and click the icon to insert a link.
Insert Image - Click the icon then paste in the image URL. Once the image is inserted you can click it for further customization.
Including Documents
The Include Files checkbox lists all of the documents that have already been uploaded to the transaction. Check one or more checkboxes to include file links to the email.
Attachments
If you would like the documents selected in the Include Files box sent as attachments instead of file links, check the "Send files as attachments" checkbox.
Previewing the Email
Before you send your email, click the Preview Message button in the bottom, left corner. 
You'll be able to see exactly what the email will look like to your selected recipients.